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Tag: tax planning

Posted on July 12, 2022

SILVER LINING: Tax Planning Opportunity!

I often discuss the current, temporary challenges facing the stock market, BUT today I’m going to discuss an opportunity provided by challenged stock markets.

For retired clients, I often use Roth conversions as a way to maximize the after-tax value of their wealth and retirement income. Stock market corrections can make those conversions even more valuable! Continue reading “SILVER LINING: Tax Planning Opportunity!”

Posted on February 11, 2020February 11, 2020

SECURE Act: Changes to Required Minimum Distributions (RMDs)

At the end of last year Congress passed the SECURE Act, which had a pretty significant impact on individual retirement accounts. The one change I want to focus on in this brief letter is the impact of the new law on Required Minimum Distributions (RMDs). Continue reading “SECURE Act: Changes to Required Minimum Distributions (RMDs)”

Posted on November 19, 2018

Video: Year-End Tax Planning Strategies

Recent Posts

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Recent Posts

  • Why Do Short-Term Bonds Yield More Than Long-Term Bonds? Who Would Buy Long-Term Bonds Now? January 13, 2023
  • Why Are You Still Sitting On All That Cash? January 10, 2023
  • Average Retail Investors Down Over 35% in 2022 January 3, 2023
  • VIDEO: Sophie’s Choice (Fed Edition) December 21, 2022
  • How Much Volatility Before Your Financial Goals Are Impacted? December 6, 2022

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  • ken@melottefa.com
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  • 2700 Vernon Drive
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    Green Bay, WI 54304

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